Integrate Xero with your favorite apps

Easily connect Xero with the apps you use every day. Pick from thousands of available Xero integrations or customize new ones through our automation platform.

Ready to use Xero automations

Triggers and Actions in Xero Automations

viaSocket makes it simple to connect Xero and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when you add a new contact

New Quote

New Quote

Triggers when a new quote is created

New Credit Note

New Credit Note

Triggers When A New Credit Note Is Created

New Purchase Order

New Purchase Order

Triggers when a new purchase order is created

New Bill

New Bill

Triggers When You Add A New Bill

New Bank Transaction

New Bank Transaction

Triggers When A New Bank Transaction Is Created

Do thisActions

Action is the task that follows automatically within your Xero integrations.

Create a Contact

Create a Contact

Creates a new contact.

Create Project

Create Project

Creates a New Project For a Contact

Create Purchase Order

Create Purchase Order

Creates A New Purchase Order For A Contact

Create New Quote

Create New Quote

Creates a New Quote

Find  a Purchase Order

Find a Purchase Order

Find a Purchase Order By Order Number Or Order ID

Find Invoice

Find Invoice

Finds An Invoice By Number Or Reference

How to get started with Xero automations

Automate when something happens in Xero

Login -> Create new flow -> Select trigger -> Search Xero -> Choose the trigger from the list

Take action in Xero when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Xero -> Choose the action from the list

Trigger

Xero

Action

Xero

Real-world use cases of Xero integrations

See how Xero integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate xero with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and xero databases.
  • Integrate xero with MySQL to automatically sync records, facilitating seamless data exchange between xero and your SQL databases.

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Frequently Asked Questions

Xero

About Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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